Difference between revisions of "My Documents"
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When viewing documents from a library or collection an additional '''Cog''' option will be displayed on the tool bar options: | When viewing documents from a library or collection an additional '''Cog''' option will be displayed on the tool bar options: | ||
− | + | {{bullet1|Collection view Cog|This will allow you to view the properties of the collection view. In the case of a '''Self Organising''' collection it will show you which tags are used to make up the view, and allow you to edit the collection properties}} | |
− | + | {{bullet1|Library view Cog|This will allow you to view the properties of the library, it will show the library title and description as well as who the library has been shared with (users, roles, groups)}} | |
− | + | {{bullet1|Tag Filtering|When viewing a library of documents, you can filter the documents in this library to only those which carry specific tags by selecting the tags you wish to apply}} | |
[[Category:Document Manager]][[Category:Videos]] | [[Category:Document Manager]][[Category:Videos]] |
Revision as of 04:49, 14 July 2020
Home > Document Manager > My Documents
IntroductionMy Documents is where you can upload, create, or manage documents that you can then share and collaborate on with other Hornbill Users. This is a great alternative to storing files in network shares or passing documents around by email. Collaborate, schedule reviews, store revisions, and much more.
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Creating Documents
There are four different document types which you can create / upload
- Use the New Text Document button to create a new document in Document Manager
- Use the Upload Document button to add an external document to Document Manager
- The Maximum upload size is set by default to 10MB - this can be increased if required on your instance using the following system setting in the admin console - communications.maxfileUploadSize
- By Default the following file types are not permitted to be uploaded - exe, bat, cmd, js, and vbs. These can be changed and added to on your instance using the following system setting in the admin console - security.fileUploadRestriction.webdav.types
- Use the New Drawing button to create a new drawing in Document Manager
- Use the External Link button to create a document which opens an external link from a document in Document Manager (N.B. this option only links to the document and there is no integration with the document repository. For example, permissions need to be managed separately).
- Add the external link
- Add a title / description for the document
- As with any other type of document, users will be able to search for the external link document by it's title / description and any tags it has been given